Reviews for Allen Mueller, CFA, MBA

11 Certified Advisor Reviews™

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 12, 2024
Allen with 7 Saturdays Financial has been extremely helpful with action planning around my finances. He provides valuable insights and has helped me create a financial roadmap to get to where I want to be several decades from now. Allen has even assisted with getting me established on multiple platforms so I can see visual pictures of my progress. I highly recommend his services.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Pat O'Dell
Pat O'Dell

Outstanding financial advisor

✅ Wealthtender Certified Advisor Review™
Aug 12, 2024
I have been with Allen since he started with 7 Saturdays. He has been so helpful in so many ways not just finances but taxes or anything I question. I highly recommend him to anyone looking for an advisor.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Patricia Griffith
Patricia Griffith

Personalized Professional Approach

✅ Wealthtender Certified Advisor Review™
Aug 12, 2024
In preparing for my transition from working full time to retirement, I wanted a knowledgeable professional to help me better understand how to best structure my investments. Allen presented different scenarios, complete with supporting data and in-depth analysis, tailored to address my concerns, goals and objectives. He went through each option, and we discussed which made the most sense for me. Allen’s advice was instrumental in providing me peace of mind. I also appreciate his regular investment reviews to determine if I am still on track or if any adjustments are needed. Allen also provided assistance by reviewing my personal insurance coverage. I highly recommend 7 Saturdays Financial.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dave P
Dave P

Allen is great!

✅ Wealthtender Certified Advisor Review™
Aug 6, 2024
We first met with Allen starting the summer of 2022 because we were getting close to retirement. We now use him for comprehensive ongoing financial planning, though he offers a one-time comprehensive plan, investment portfolio review, and ongoing financial planning with investment management. We are very pleased with his help and advice. He is friendly, patient, timely, responsive, and knowledgeable. Allen is the best!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: 7 Saturdays Financial is not currently offering one-time plans or project-based engagements.
Avatar for Wimberly Mills
Wimberly Mills

Outstanding advisor

✅ Wealthtender Certified Advisor Review™
Aug 5, 2024
We have been a client with 7 Saturdays Financial for almost a year. I had been a DIY investor, and I couldn't be more pleased with the services provided by 7 Saturdays. Our planning has led to several opportunities to improve the success of our financial plan, and I look forward to many more years working with Allen.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Richard C.
Richard C.

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 5, 2024
Allen is the best. I was so happy to find someone who is patient, understanding, and helpful. Can't recommend him enough!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Eric Vale
Eric Vale

Sound advice at a fair price

✅ Wealthtender Certified Advisor Review™
Aug 5, 2024
I’ve been working with Allen for nearly 2 years. I’m a DIY investor and consider myself a follower of Jack Bogle, JL Collins, and Warren Buffet. I believe low-cost index fund investing is the best path to financial freedom for most investors. I pay Allen a reasonable fee for his advice, opinions, and outlook regarding my portfolio and financial markets. Although we don’t always agree on everything related to these issues, I value his input because he always provides rational reasoning that support his opinions. I will continue to use his services as I approach my retirement years and will seek his wisdom regarding tax efficient RMDs when the time occurs. I find his services and approach to personal finance trustworthy, honorable, fairly priced, and according to fiduciary standards. He has my highest recommendation.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Gene Hutchins
Gene Hutchins

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 4, 2024
My husband and I have been working with Allen at Seven Saturdays Financial since his recent retirement. Allen's process of bringing our different risk tolerances into one plan is incredibly detailed but makes total sense to one that is not a financial expert. He walked closely with us through all the steps to bring the plan together and kept us on schedule to meet our deadlines. I also appreciate the added resources to assist us with our insurance needs to complete our financial plan. Allen's comprehensive plan has us brought such peace of mind is time of such uncertainty. We are truly able to appreciate and live the 7 Saturdays concept and look forward to a continued partnership with Allen for many years to come.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Sonya York
Sonya York

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 4, 2024
Allen Mueller with 7 Saturdays Financial has helped my family get our finances organized, put together a long-term financial plan, achieve more clarity about where we are now and where we are going, and we are now in the process of estate planning. We feel much more organized and confident with Allen on our team, and our investment in working with his company has already created a positive ROI.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Brad Stewart
Brad Stewart

Allen Mueller and 7 Saturdays Financial are Excellent!

✅ Wealthtender Certified Advisor Review™
Aug 2, 2024
My wife and I have been working with on our retirement preparation with Allen for about 8 months now. Allen has helped us to consider additional factors in our retirement prep and helped us to focus our thinking. He has been a huge help to us, and we definitely already feel significantly more confident in our retirement plan and better prepared for the actual retirement. I highly recommend him and 7 Saturdays Financial.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Richard Keith
Richard Keith

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 2, 2024
We have just wrapped up our first year of being a client of 7 Saturdays Financial and my wife and I could not be any happier with our decision to allow Allen to guide us on our financial journey. The entire process from the initial meeting to developing an unbelievably detailed plan to implementing the plan Allen has consistently taken the time to listen to our needs and then patiently explains the options. To sum up our experience I would say that Allen and 7 Saturdays Financial feels more like you are part of a team and not just a client. We are looking forward to many more years of being with the 7 Saturdays Financial team.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Greg Springer
Greg Springer